Client score – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Thu, 11 Oct 2018 13:14:00 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 The Client Score/Rating https://zistemo.com/knowledge-base/content/client-score/ Mon, 29 Aug 2016 15:30:48 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=1164 Customer relationship management (CRM) helps companies improve marketing, sales and service engagement with their customer base. A basic step towards creating extraordinary customer relationships is using a “Client score.” zistemo adopted a simplified version of it, where you can assign each client a lead qualification status. You find this option in: Contacts -> Clients ->Add Client-> Client Details -> Client Default Settings.

The field titled “Score” allows you to choose one of the following options:
– Active Customer
– Inactive Customer
– Lead
– Sales Qualified Lead.
Press “Save client” to make sure you saved the update.

Note that this field is just informative and it will not change/affect any features related to this client.
This info will be displayed on your “Clients” list:

Client-score2

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